Big Tech to Spend $650 Billion This Year as AI Race Intensifies
Bloomberg Intelligence6 Feb

Big Tech to Spend $650 Billion This Year as AI Race Intensifies

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Market news and in-depth company research.

Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and John Tucker

-Mandeep Singh, Global Tech Research Head at Bloomberg Intelligence, discusses big tech. Four of the biggest US technology companies have forecast capital expenditures that will reach about $650 billion in 2026 for new data centers and gear.

-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, discusses Under Armour and Amazon earnings. Under Armour boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate. Amazon.com Inc. shares dropped after the company announced plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors that its colossal bet on artificial intelligence may not pay off in the long run.

-Ken Shea, Bloomberg Intelligence Senior Consumer Products Analyst, on Phillip Morris earnings. Philip Morris International reported higher profit in the fourth quarter, helped by strong sales of smoke-free products such as Zyn nicotine pouches.

-Katherine Doherty, Bloomberg News Finance Reporter, discusses JPMorgan Chase., Goldman Sachs Group, and Bank of America boosting their bonus pools for bankers and traders by at least 10%.

See omnystudio.com/listener for privacy information.

Avsnitt(3362)

Oil Dives as Trump Backs Off Iran Threats

Oil Dives as Trump Backs Off Iran Threats

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist, d...

23 Mars 19min

Instant Reaction: Stocks Surge After Trump Statement

Instant Reaction: Stocks Surge After Trump Statement

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East. President rump said strikes against Iranian...

23 Mars 7min

FedEx Raises Profit Outlook on Network Overhaul

FedEx Raises Profit Outlook on Network Overhaul

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Lee Klaskow, Bloomberg Intelligence Senior Transport, Logistics an...

20 Mars 22min

Micron’s Capital Spending Growth Overshadows Booming Sales

Micron’s Capital Spending Growth Overshadows Booming Sales

Market news and in-depth company research. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Jake Silverman, Bloomb...

19 Mars 20min

Lululemon’s Disappointing Outlook Adds Urgency to CEO Search

Lululemon’s Disappointing Outlook Adds Urgency to CEO Search

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S....

18 Mars 23min

Delta Airlines More Upbeat for First Quarter Amid March Bookings

Delta Airlines More Upbeat for First Quarter Amid March Bookings

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sid Philip, Bloomberg Chi...

17 Mars 22min

Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

Meta to Spend Up to $27 Billion on Nebius AI Infrastructure

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anch...

16 Mars 15min

Adobe CEO to Step Down in Face of Investor Concerns Over AI

Adobe CEO to Step Down in Face of Investor Concerns Over AI

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Market news and in-depth company research.Bloomberg Intelligence hosted by Alexis Christoforous and Isabelle Lee- Anurag Rana, B...

13 Mars 18min

Populärt inom Business & ekonomi

framgangspodden
varvet
badfluence
rss-jossan-nina
rss-borsens-finest
rss-svart-marknad
svd-tech-brief
avanzapodden
uppgang-och-fall
fill-or-kill
rss-inga-dumma-fragor-om-pengar
borsmorgon
rss-dagen-med-di
lastbilspodden
bathina-en-podcast
rss-kort-lang-analyspodden-fran-di
affarsvarlden
market-makers
rss-den-nya-ekonomin
borslunch-2